dennis: you the economy. you talk about a path to prosperity with four keys to getting through washington. tell us about it. >> the first is the fed continues to be very accommodating. that will last through the year. will it be a different situation a year from now? we also have a housing recovery that is sustainable and has been very gradual which means i think it should have a long duration. the energy story in the u.s. is not over. i think it is just beginning to blossom and that is going to help the energy sector and a variety of other sectors including manufacturing because we are the low-cost producers and that is going to be part of the story as to why u.s. manufacturing is on the rebound. both cyclically land on a secular basis. dennis: thank you very much. neither one of you have convinced me to sell. thanks,. cheryy: health care provider stocks have taken a big hit following a new report out of a government agency proposing lowering medicare rates next year. dennis: peter barnes joins us from the b